LPL Financial Holdings (LPLA) Enterprise Value (2009 - 2026)

LPL Financial Holdings (LPLA) posted quarterly Enterprise Value of -$1.0 billion for Q1 2026, up 16.66% year-over-year from -$878.2 million in Q1 2025, and up 1.25% on a QoQ basis from -$1.0 billion in Q4 2025.

LPL Financial Holdings (LPLA) Enterprise Value (2009 - 2026) Analysis & Trends

LPL Financial Holdings (LPLA) has reported Enterprise Value for 18 consecutive years, with -$1.0 billion the latest figure, recorded in Q1 2026.

  • In Q1 2026, Enterprise Value rose 16.66% year-over-year to -$1.0 billion; the TTM figure through Mar 2026 stood at -$1.0 billion (up 16.66% YoY), while the FY2025 annual figure was -$1.0 billion, down 7.27% from the prior year.
  • Enterprise Value came in at -$1.0 billion for Q1 2026 at LPL Financial Holdings, up from -$1.0 billion in the prior quarter.
  • The five-year high for Enterprise Value was -$465.7 million in Q4 2023, with the low at -$4.2 billion in Q2 2025.
  • Average Enterprise Value over 5 years is -$1.2 billion, with a median of -$1.0 billion recorded in 2026.
  • Across the five-year window, Enterprise Value surged 53.47% in 2023 and plunged 217.34% in 2025, its largest moves.
  • Year by year, Enterprise Value stood at -$847.5 million in 2022, then surged by 45.05% to -$465.7 million in 2023, then sank by 107.67% to -$967.1 million in 2024, then fell by 7.27% to -$1.0 billion in 2025, then grew by 1.25% to -$1.0 billion in 2026.
  • According to Business Quant data, Enterprise Value over the past three periods registered -$1.0 billion, -$1.0 billion, and -$1.3 billion for Q1 2026, Q4 2025, and Q3 2025 respectively.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Enterprise Value (Qtr)
1 Morgan Stanley 330.70 Bn 197.17 Bn - -133.53 Bn
2 Goldman Sachs 309.79 Bn -627.76 Bn - -937.55 Bn
3 Schwab Charles 167.21 Bn 122.24 Bn - -44.98 Bn
4 Futu Holdings 111.36 Bn 109.19 Bn 733.58 Mn -2.16 Bn
5 Robinhood Markets 97.69 Bn 93.05 Bn 960.00 Mn -4.64 Bn
6 LPL Financial Holdings 23.49 Bn 22.47 Bn - -1.02 Bn
7 Tradeweb Markets 21.59 Bn 20.34 Bn - -1.25 Bn
8 Circle Internet 15.14 Bn 13.62 Bn 35.01 Mn -1.52 Bn
9 Iren 14.46 Bn 12.24 Bn 144.76 Mn -2.21 Bn
10 Evercore 13.30 Bn 11.58 Bn 1.38 Bn -1.71 Bn

Historic Data

Download Data
DateValue
Mar 31, 2026 -1.02 Bn
Dec 31, 2025 -1.04 Bn
Sep 30, 2025 -1.34 Bn
Jun 30, 2025 -4.19 Bn
Mar 31, 2025 -1.23 Bn
Dec 31, 2024 -967.08 Mn
Sep 30, 2024 -1.47 Bn
Jun 30, 2024 -1.32 Bn
Mar 31, 2024 -1.10 Bn
Dec 31, 2023 -465.67 Mn
Sep 30, 2023 -799.21 Mn
Jun 30, 2023 -761.19 Mn
Mar 31, 2023 -469.79 Mn
Dec 31, 2022 -847.52 Mn
Sep 30, 2022 -1.22 Bn
Jun 30, 2022 -700.40 Mn
Mar 31, 2022 -1.01 Bn
Dec 31, 2021 -495.25 Mn
Sep 30, 2021 -1.01 Bn
Jun 30, 2021 -936.89 Mn